UBS Group
RHRX icon

UBS Group’s RH Tactical Rotation ETF RHRX Stock Holding History

UBS Group’s Portfolio RHRX Stock Details RHRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59K Buy
+72
New +$1.53K ﹤0.01% 9515
2026
Q1 		– Sell
-1,400
Closed -$25.8K – 11055
2025
Q4 		$25.8K Sell
1,400
-4,166
-75% -$76.2K ﹤0.01% 7614
2025
Q3 		$101K Sell
5,566
-932
-14% -$16.1K ﹤0.01% 7118
2025
Q2 		$108K Buy
6,498
+1,917
+42% +$29.1K ﹤0.01% 7169
2025
Q1 		$67.6K Buy
4,581
+3,529
+335% +$55.6K ﹤0.01% 7348
2024
Q4 		$16.6K Buy
1,052
+1,015
+2,743% +$16.3K ﹤0.01% 8000
2024
Q3 		$582 Buy
37
+20
+118% +$307 ﹤0.01% 8879
2024
Q2 		$267 Buy
+17
New +$250 ﹤0.01% 9021
2024
Q1 		– Sell
-289
Closed -$3.73K – 9906
2023
Q4 		$3.73K Sell
289
-1,336
-82% -$16.5K ﹤0.01% 7935
2023
Q3 		$19.7K Buy
1,625
+1,220
+301% +$15.3K ﹤0.01% 6816
2023
Q2 		$5.09K Buy
+405
New +$4.85K ﹤0.01% 7475
2023
Q1 		– Sell
-5,203
Closed -$60.9K – 10251
2022
Q4 		$60.9K Buy
5,203
+3,967
+321% +$46.9K ﹤0.01% 6576
2022
Q3 		$14K Buy
1,236
+228
+23% +$2.78K ﹤0.01% 7923
2022
Q2 		$12K Buy
1,008
+291
+41% +$3.62K ﹤0.01% 7676
2022
Q1 		$10K Buy
717
+30
+4% +$409 ﹤0.01% 8434
2021
Q4 		$10K Buy
+687
New +$9.87K ﹤0.01% 8795

Other funds holding RHRX

PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

UBS Group's RHRX Position: Q2 2026 in Review

UBS Group opened a new position in RH Tactical Rotation ETF (RHRX) in Q2 2026: 72 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #9515 among its holdings. This is a return to the name: UBS Group previously reported a position in RHRX as recently as Q4 2025.

UBS Group first reported a position in RHRX in Q4 2021 and has held it in 16 quarters since. The position peaked at $108K in Q2 2025. 12 funds tracked by Wall St. Rank hold RHRX as of Q2 2026.

  • UBS Group held 72 shares of RH Tactical Rotation ETF worth $1.59K as of Q2 2026.
  • RH Tactical Rotation ETF was a new UBS Group position in Q2 2026.
  • RH Tactical Rotation ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9515 holding.
  • UBS Group first reported a position in RH Tactical Rotation ETF in Q4 2021 and has held it in 16 quarters since.
  • UBS Group's RH Tactical Rotation ETF position peaked at $108K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held RH Tactical Rotation ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.